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We get independent.

Today’s investors have a lot of choices.
We’ll help you be the best one.

Advisory

A comprehensive menu. A fit for every client.

With flexibility and full transparency, our industry-leading advisory platform, Contour, offers access to products and strategists with the functionality and analytics you need to meet and exceed your client’s investment objectives.

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  • Fully Integrated Technology

    Leading technology built into the ecosystem you use every day.

  • Streamlined New Account Opening

    Effortless and efficient. Pre-populated data and
    e-signature functionality.

  • Research and Tools

    Complimentary access to a robust selection of world-class research.

  • Full Wrap Pricing

    Simple, transparent. No ticket charges.

  • Turnkey Portfolios

    Deeply integrated TAMP connections, not just partnerships.

  • 1000+ Institutionally Managed Solutions

    A continually expanding best-of-breed product roster. Nothing proprietary here.

  • Unbeatable Rates

    Most competitively priced platform, offering rep as PM, SMA and UMA accounts.

  • 50+ Experts at the Ready

    Nationwide team for case design, consultations, and point of sales support.

Products

Freedom. Flexibility. Forward thinking.

Structured products, lending solutions and alternatives. Products for HNW clients. Fixed income, funds, annuities and insurance. Guidance to get the right products to your clients, fast.

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  • World-Class Selection

    Traditional and non-correlated products and solutions.

  • Industry Thought Leaders

    Respected visionaries with timely insights.

  • Diverse Menu

    Options suitable for a variety of clients.

  • Product Education

    In-house guidance to address specific planning objectives.

Operations

Focused on support. Dedicated to you.

It all comes together with an operations team who routinely “gets it done.” Expertise rolls into efficiency and flawless follow-up. You won’t get bounced around because when it comes to support, we believe personal is powerful.

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  • Experts at the Ready

    Trading support for all products — simple to sophisticated.

  • Expanded Hours

    Regional call centers provide points of presence across time zones.

  • Easy Account Creation

    Efficient, automated set up for quicker client service.

  • Online Case Management

    Conveniently initiate and monitor requests on the Unio dashboard.*

     

*Coming soon to all WIS Financial Professionals

Growth

Access expertise. Accelerate your business.

With your business’ unique challenges, one-size-fits-all resources won’t go very far. That’s why we focus on methods you can actually take back to the office. And just like you build plans for your clients, we customize your growth strategy to your business.

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  • National Conferences

    Discover leading-edge ideas and takeaways to optimize your practice.

  • Regional Training Symposiums

    Hands-on experiences. Deep dives into timely topics.

  • Succession Planning

    Maximizing the value of your practice at point of exit — planned or unplanned.

  • Digital Training and Support

    Live and recorded, bi-weekly digital training focused on best practices.

  • Sharing Best Practices

    We bring you cutting-edge ideas.

  • Customized OSJ Workshops

    Developed specifically for your branch and growth objectives.

  • Growing Your Branch

    Access to seasoned recruiters to find the right people for your practice.

About WIS

Disclosures

Regulation Best Interest

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Western International Securities, Inc. (“WIS”) 70 S. Lake Ave., Suite 700, Pasadena, CA 91101         Corporate Headquarters: (888) 793.7717         Fax: (626) 793.7075

Western International Securities, Inc.(“WIS”) is a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Atria Wealth Solutions, Inc (“Atria”) is not a registered broker dealer or Registered Investment Adviser and does not provide investment advice. WIS is a subsidiary of Atria. Clearing through Fidelity InstitutionalSM and Pershing LLC.

It's time for different.

The world is changing. So are people’s expectations.
And that means wealth management needs to change too.

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